The Helcim Merchant Platform
    • 27 Sep 2023
    • 1 Minute to read

    The Helcim Merchant Platform


    Article Summary

    Your Helcim Merchant Platform gives you access to the tools you need to run your business.

    Need help setting up?

    If you would like help setting up your Helcim Card Reader and using the Helcim Payments App, please visit Helcim.com/welcome to follow along with the setup wizard and get ready to start accepting payments!

    You can access all of these features after you have logged in the My Account which you can access from this page.

    welcome back login to your Helcim account


    The left hand menu includes the All Tools button in the top corner. Selecting this button will display all of the tools in your account, including the back office tools needed to edit your account settings. To access any of the tools, simply click on the icon for that section. Learn more about navigating your account here.


    Merchant tools


    Account Settings

    Clicking on the All Tools and Settings under Merchant Tools will allow you to access the Settings menu for you account. We recommend that you review the different settings options for each section before you begin processing payments or adding product and customer information. 


    settings icon


    You can now review the different tools in your account to adjust your settings


    adjust your settings


    For more details on customizing your account settings check out these articles: 

    Learn More 

    As you familiarize yourself with the different tools in your account, you can find useful descriptions of each field by clicking into or hovering over the field. These descriptions help explain the required information for each field. If you would like additional information, you can reference the related support article for that section.

    Overview articles are available for each section to help you get started.








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